Ishares Tr dev val factor shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in Ishares Tr dev val factor
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Quarterly reported holdings in Ishares Tr dev val factor by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $446k | 16k | 28.23 |
| 2023-12-31 | $429k | 16k | 26.51 |
| 2023-09-30 | $410k | 16k | 25.36 |
| 2023-06-30 | $440k | 17k | 25.45 |
| 2023-03-31 | $428k | 17k | 24.79 |
| 2022-12-31 | $407k | 18k | 23.17 |
| 2022-09-30 | $302k | 15k | 19.73 |
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